Anz Group Holdings Limited · ASX:ANZ
Anz — Australia and New Zealand Banking Group — Investor Presentation (March 2006)
16 slides from Anz's investor presentation, Mar 6, 2006
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Slide 2: ANZ has a long standing and increasing presence in China
ANZ has a long standing and increasing presence in China icine PN. w= y iia io bydiadl y aii) Aaa ae aie Oa i ol BT 2006 represents 20 years since ANZ opened its Beijing branch N Ae as sig
Slide 3: Our strategy is focussed across a number of segments
Our strategy is focussed across a number of segments ¢ Tapping into the commodity flows into China, and around Asia e Utilising our strong AUD capability, and our derivatives license ¢ Providing solutions to network customers including selected State Owned Enterprises and Chinese Multi National Corp
Slide 4: We have built our core capabilities around meeting the needs of these segments
We have built our core capabilities around meeting the needs of these segments _ Products & Capabilities _ 1. Commodity & e Vanilla & Structured Trade Trade Finance *« Commodity based solutions 2. Transaction Services ¢ Corporate & Personal Banking ¢ RMB e Foreign Currency 3. Markets e Foreign Excha
Slide 5: Increased trade with China reflected in ANZ's volumes
Increased trade with China reflected in ANZ's volumes Australia’s trade with China has boomed in recent years* % (% share of Australian goods traded) 25 ] 20 4 15 4 10 4 Korea Singapore Indonesia 0 T T 1988 1992 T T T T 1996 2000 2004 ANZ trade volumes have increased significantly n 2004 tama Export
Slide 6: Increased trade volumes and markets activity driving investment and strong profit growth
Increased trade volumes and markets activity driving investment and strong profit growth We continue to invest in Increased activity driving FTE’s to drive growth strong NPAT growth USD 000’s 9,000 6,000 3,000 r 1 0 . ' 2004 Building capabilities in all C&TF & Markets driving segments (FTE allocatio
Slide 7: Summary
Summary e ANZ has a long history in China, 2006 represents 20 years since first office opened e China’s booming economy offers significant opportunity e We continue to build our capabilities to capture growth opportunities e Strong profit growth in 2005 is forecast to continue
Slide 8: Additional Information
Additional Information
Slide 9: Fast facts about China
Fast facts about China CHINA 32) AUSTRALIA Landmass 9.3m sq km 7.6m sq km Larger than the US Population 1,306,313,812 20,090,437 65 times larger Population Growth Rate 0.58% 0.87% | Slowed from 1 child policy GDP (USD) 7.262 trillion 611.7 billion Just increased USD400M GDP per Capita (USD) 5,600 30
Slide 10: China macro facts
China macro facts « China foreign & local currency ratings were raised by one level to A- by Standard & Poor’s and A2 by Moody's. « 2005 GDP grew 9.9% - overtaking the U.K as the world’s 4" largest. « GDP rose to RMB 18.2 trillion (US$2.26 trillion) after expanding 10.1% in 2004. « GDP data was revi
Slide 11: World growth forecasts
World growth forecasts % Change in real GDP 2004 2005 2006f 2007f United States 4.2 3.6 3.2 2.9 Japan 2.6 2.3 2.0 1.9 Euro 1.7 1.2 1.3 1.8 Australia 3.3 2.5 3.4 3.6 China 9.5 93 8.0 7.8 Korea 4.6 3.7 3.5 3.0 Indonesia 5.1 5.4 5.6 5.5 Thailand 6.1 3.6 3.8 4.1 Hong Kong 8.2 6.2 3.3 3.3 Malaysia 7.1 4.
Slide 12: Global Energy and Commodity Market
Global Energy and Commodity Market * 2005 oil imports increased 3.3%. Growth was reduced from 35% in 2004 due to soaring global prices. ¢ China was responsible for 50% of global energy growth from 2001-2004. e State Grid Corp of China plans to spend US$99.2 billon in the next 5 years to upgrade its
Slide 13: RMB Lending & Deposit Rates
RMB Lending & Deposit Rates Lending Rates Deposit Rates | Product | Rate eee ee Personal Loans Current Account 0.72% within 6 mths 5.22% Term Deposits 6 mths to 1 year 5.58% within 3 mths 1.71% 1 to 3 yrs 5.76% 6 months 2.07% 3 to 5 yrs 5.85% 12 months 2.25% over 5 yrs 6.12% 24 months 2.70% Commerci
Slide 14: ANZ China licensed capability
ANZ China licensed capability RMB lending and deposit-taking for foreign individuals, foreign invested enterprises (FIEs) and Chinese companies including SOEs registered in Beijing, Shanghai, Jiangsu, Zhejiang, Tianjin, Dalian, Shenzhen, Qingdao, Zhuhai, Wuhan, Guangzhou, Chengdu, Chongching, Jinan,
Slide 15: ANZ Trade Finance products & commodity focus
ANZ Trade Finance products & commodity focus Products e Letter of Credit issuance (usually 100% cash covered) e Letter of Credit advising e Letter of Credit confirmations e Oil Payment Guarantees e =Forfeiting e Selected Back to Back / Front to Back Structures e Selected Freight loans e Selected dir
Slide 16: The material in this presentation is general background information about the Bank's activities
The material in this presentation is general background information about the Bank’s activities current at the date of the presentation. It is information given in summary form and does not purport to be complete. It is not intended to be relied upon as advice to investors or potential investors and
Australia and New Zealand Banking Group — Investor Presentation (March 2006) on 6ix